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| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50,031 |
Service code 27 · EIN 75-1832551 | Advisory (Plan) | $25,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,380 | $60,139+115.1% | $90,461+43.0% | $79,856+62.0% |
| Participation rate | 93.3% | 65.0%+28.3pp | 72.7%+20.6pp | 69.6%+23.7pp |
| Annual return | 15.50% | 71.96%-56.5pp | 1294.76%-1279.3pp | 31.71%-16.2pp |
| Employer contribution / active EE | $6,764 | $2,069+227.0% | $3,264+107.2% | $2,471+173.7% |
| Participant deferral / active EE | $9,679 | $2,939+229.3% | $3,964+144.2% | $3,741+158.8% |
| Admin fee / account holder | $417 | $3,978-89.5% | $5,617-92.6% | $5,306-92.1% |